See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC3+ years Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $102,040 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $93,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,733 | $52,149-66.0% | $122,332-85.5% | $77,958-77.3% |
| Participation rate | 66.7% | 58.6%+8.1pp | 71.6%-5.0pp | 71.6%-5.0pp |
| Annual return | 15.23% | 17.75%-2.5pp | 30.27%-15.0pp | 20.87%-5.6pp |
| Employer contribution / active EE | $1,160 | $1,750-33.7% | $4,050-71.4% | $2,310-49.8% |
| Participant deferral / active EE | $1,706 | $2,114-19.3% | $3,287-48.1% | $3,537-51.8% |
| Admin fee / account holder | $144 | $93+55.0% | $5,478-97.4% | $97+48.3% |